Kevin
Lawson
Quantitative Advantage, LLC
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About this Advisor
Kevin Lawson is a certified financial planner working out of Hopkins, Minnesota with 8 years of industry experience. Lawson is an advisor for Quantitative Advantage, LLC. Their career trajectory has included roles at Quantitative Advantage, LLC, Qa Investment Services, LLC and Covenant Trust Company. Lawson is registered to advise clients in Minnesota. Quantitative Advantage, LLC is a financial advisory company that has its headquarters in Hopkins, MN. It administers $758 million in assets under management across its 2,143 client accounts, placing it among the bigger investment advisory firms in the country by assets under management. The firm advises five charities and foundations. Of its 2,143 customer accounts, 19% belong to high-net-worth individuals who have more than $1 million in assets. The business offers a broad array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and other services. Financial management fees are based on which services the firm provides the client. Fee types charged by Quantitative Advantage, LLC likely are comprised of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Quantitative Advantage, LLC Brokerage Details
$757,561,592
22
2,143
$353,505
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other
Kevin Lawson Work History
Kevin has been registered as a financial advisor for 8 years.*
Quantitative Advantage, LLC
Qa Investment Services, LLC
Covenant Trust Company
Covenant Trust Company
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kevin Lawson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Quantitative Advantage, LLC
Hopkins, MN
Hopkins, MN
Hopkins, MN
Hopkins, MN
Hopkins, MN
Hopkins, MN
Hopkins, MN
Hopkins, MN
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
